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Sales Manager

Location:
Cary, NC
Posted:
December 21, 2013

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Resume:

**** ****** ** *****

Kenly NC ***** 252-***-****

E-mail

*******@*****.***

Robert Hansen

Professional September 2012-Present

experience Mass Mutual

Agent

Solicit new business from existing client base and

form new relationships with fresh clients. I assist

clients with updating existing policy information

as needed. I perform a detailed fact finder as

needed and make appropriate recommendations based

on the results. Perform field training with new

associates. I also offer classroom training to

entire sales staff.

March 2011- August 2012

Mutual of Omaha

District Manager

Conduct field training with agents that consist of

client calls, assisting them as needed to introduce

the product, answer client questions and close the

sale. Provide constructive feedback to the agent to

aid in career development. Manage the day-to-day

performance of agents assigned to Sales Units.

Establish performance guidelines including call

volumes, product mix, persistency levels, loss

ratios, etc. to provide agents with attainable

sales targets. Monitor agent performance, provide

feedback for encouragement and evaluate sales

results, measuring achievement against planned

objectives. Discuss any agent performance issues

with the General Manager to seek concurrence for

appropriate corrective action. Manage the

environment and activities of the Unit to ensure

agents maintain a professional and ethical

relationship with each other, Company associates

and clients; communicate clear expectations for

them as representatives of Mutual of Omaha.

July 2010 - March 2011

Combined Insurance

Territory Manager

Primary responsibility is to recruit and train new

field agents. Conduct daily meetings with my sales

team. I perform training sessions with the field

agents. Interview all perspective employees and

make final hiring decision with the Market

Director. Field train agents on a weekly basis.

Make proactive sales calls on customers and

prospects. One of my main focuses is to train field

agents in sales, retention and reinstatement of

insurance policies. Train and execute market sales

and service strategies. Seek business opportunities

through referrals from existing client

relationships. Manage client relationships in the

Book of Business to optimize growth, retention and

profitability. Travel in assigned geographic area.

Perform district wide training seminars on new

procedures, products and services.

September 2009- June 2010

State Farm Insurance

Life and Health Specialist

Would Seek business opportunities through referrals

from an existing client base and prospect for new

relationships. Handle sales and service requests

from walk-in traffic. Combine consultative sales

approach and financial expertise to create

value-added solutions for clients. Make proactive

sales calls on customers and prospects. Assist

clients make the right decision on what type and

amount and types of Life Insurance. I would also

assist clients with annuities. Keep up with all

educational requirements to keep all professional

licenses in good standing. My main focus is on

sales, retention and reinstatement of life and

health insurance policies. I worked very closely

with both commercial and personal clients.

October 2007-September 2009

Wachovia Bank

Licensed Financial Specialist

Worked to build a long-term advisory relationship

with each client by analyzing situations from the

client's perspective and with the goal of achieving

results which are in the best interest of the

client and Wachovia. Develop sales strategies for

maintaining and further penetrating existing client

relationships (includes pre-call planning and

post-call follow-up activities. Execute market

sales and service strategies. Make proactive sales

calls on financial center customers and prospects.

Seek business opportunities through referrals from

existing client relationships. Handle sales and

service requests from financial center walk-in

traffic. Combine consultative sales approach and

financial expertise to create value-added solutions

for clients. Place highest value on customer

relationships by striving toward excellent customer

service and producing customer satisfaction. Manage

client relationships in the Book of Business to

optimize growth, retention and profitability. Was

responsible for achieving individual and team

goals. Adhered to customer service protocols and

process. Used effective leadership to motivate and

generate enthusiasm among financial center team

members. Invested time in improving team member

performance, offering information and education

related to products and services. Deliver and

proactively seek feedback for improving personal as

well as team performance. I actively participated

within the financial center team, daily financial

center huddles, and team meetings to ensure that

financial center goals are achieved. I maintained

sales results and continuing education coursework

to keep licenses/certifications in good standing.

Maintain working knowledge of in-market

competitors.

2004- 2007

Monumental Life Insurance

Agent

Traveled extensively in assigned geographic

location to service assigned monthly debit account.

Traveled at length to reach new consumers. Would

sell, renew and re-instate life, health, accident,

cancer coverage to new and existing clients.

Service both business and residential customers. My

main focus was to acquire and retain new business

accounts. Travel in assigned geographic area.

Perform district wide training seminars on new

products and services. Would conduct seminar sales

to audiences ranging from 3 to over 75 to generate

sales to new homes. Would perform in the

recruitment, training and retention of employees in

my direct charge. Support corporate directives and

participate in local media gatherings. Represented

agency on the Board of Directors for N.A.I.F.A.

(National Association of Insurance and Financial

Advisors). I served for two terms on the Board.

1991 - 1994

US Coast Guard

SSC NTC Great Lakes, IL

Seaman

Worked in a small boat station that mainly focused

on Search and Rescue operations and Law Enforcement

for the area. I served as a member of the boarding

party that would board other vessels in all law

enforcement operations. I also served as the

Leading Seaman in charge of approximately 15 other

enlisted service members that were charged with the

maintenance of all the vessels and buildings that

were on the campus of the Coast Guard base. Served

a Subsistence Specialist Striker. Worked directly

under the head of the galley. After being

transferred, attended Fire Control A School, which

included training in electronics. Received training

on the Mark 92 weapons systems. Granted a SECRET

LEVEL Security Clearance. Trained as an Emergency

Medical Technician. Attended several leadership

development courses. Granted an HONORABLE DISCHARGE

from service.

Professional National Association of Insurance and Financial

memberships Advisors

Awards received National Sales Award- Multiple winner

Professional NC Medicare Supplement / Long Term Care

Licenses NC Life and Health Agent

NC Personal Lines Agent

Emergency Medical Technician Basic



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